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iShares Core S&P Mid-Cap ETF

512 hedge funds and large institutions have $15.6B invested in iShares Core S&P Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 221 increasing their positions, 138 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 18

60% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 138

38% more capital invested

Capital invested by funds: $11.4B → $15.6B (+$4.28B)

23.56% more ownership

Funds ownership: 321.23%344.79% (+24%)

16% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $12.1M

14% more funds holding

Funds holding: 451512 (+61)

13% more funds holding in top 10

Funds holding in top 10: 8495 (+11)

Holders
512
Holders Change
+61
Holders Change %
+13.53%
% of All Funds
14.86%
Holding in Top 10
95
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.1%
% of All Funds
2.76%
New
84
Increased
221
Reduced
138
Closed
18
Calls
$14.1M
Puts
$12.1M
Net Calls
+$1.99M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
M
451
MOTCO
Texas
$203K
BAM
452
Barrett Asset Management
New York
$187K
KTC
453
Kistler-Tiffany Companies
Pennsylvania
$186K
WA
454
Winfield Associates
Ohio
$176K +$170K +6,570 New
WC
455
Whitnell & Co
Illinois
$172K
CAL
456
Capital Advisors Ltd
Ohio
$171K +$165K +6,390 New
FFC
457
First Financial Corp
Indiana
$170K
MWP
458
MYCIO Wealth Partners
Pennsylvania
$169K +$1.16K +45 +0.7%
BBHC
459
Brown Brothers Harriman & Co
New York
$136K
RFS
460
Rockefeller Financial Services
New York
$134K
TCM
461
TD Capital Management
Tennessee
$134K +$7.62K +295 +6%
CLOS
462
Compagnie Lombard Odier SCmA
Switzerland
$120K +$116K +4,485 New
VIA
463
Vantage Investment Advisors
Pennsylvania
$115K +$111K +4,310 New
TSW
464
Thompson Siegel & Walmsley
Virginia
$113K
SF
465
Synovus Financial
Georgia
$108K +$75.5K +2,925 +260%
CWM
466
Cranbrook Wealth Management
Michigan
$108K +$104K +4,025 New
JG
467
Jefferies Group
New York
$106K
SFSIG
468
San Francisco Sentry Investment Group
California
$104K +$100K +3,875 New
CDIA
469
Capital Directions Investment Advisors
Georgia
$97K -$7.74K -300 -8%
VCM
470
Vigilant Capital Management
Maine
$97K +$93.2K +3,610 New
ST
471
Smithfield Trust
Pennsylvania
$96K -$1.94K -75 -2%
JIC
472
Joel Isaacson & Co
New York
$96K
FTUS
473
Flow Traders U.S.
New York
$82K +$79.4K +3,075 New
ZTNA
474
Zions Trust National Association
Utah
$77K +$74.2K +2,875 New
HR
475
Howe & Rusling
New York
$76K +$31.9K +1,235 +78%

IJH Hedge Fund Activity: Q4 2013 in Review

512 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q4 2013, worth a combined $15.6B — up 38% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new IJH positions and 18 closed out — a net gain of 66 holders — while 221 added to existing stakes and 138 trimmed.

The largest buyer was Good Harbor Financial, opening a new position worth an estimated $2.16B. The largest seller was BlackRock Institutional Trust, cutting an estimated $98.6M.

  • 512 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2013, up from 451 in Q3 2013.
  • Funds reported $15.6B of iShares Core S&P Mid-Cap ETF stock for Q4 2013, up 38% quarter-over-quarter.
  • 84 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2013 and 18 closed out, a net change of +66 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2013 was Good Harbor Financial, an estimated $2.16B added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q4 2013 was BlackRock Institutional Trust, an estimated $98.6M sold.

Based on aggregated 13F filings for Q4 2013.